Requirements

Financial Insight, Narrative Remarks

Since narrative and numbers work together to create the full picture for the board and a strategic direction for the company, accuracy is paramount. CCH Tagetik allows you to automatically update both textual and financial data so you have a single version of the truth across all your reports.

Multiple Contributors

A single page within a collaborative report could have a table from finance, a chart from operations and narrative written by a Line of Business manager. Whether it’s twenty pages or two hundred, CCH Tagetik allows multiple contributors to work within the same document at the same time, without bottlenecks or versioning confusion.

Packaged Templates

Managerial reports and board books are never a singular request. They’re repeated annually, quarterly, monthly, even weekly. With CCH Tagetik, reports roll forward and data updates automatically with current figures so board books are consistent from meeting to meeting and executives can analyze decision-making information faster for better strategic planning.

Transparency

The board will always have questions. With CCH Tagetik, you’ll always have answers. CCH Tagetik’s audit logs store a complete history of data, from the moment it’s logged, through consolidation and all the way through to the final report. With this granularity, you get insight into updates, revisions and approvals when you need it.

Benefits

Increase confidence

Increase confidence in numbers and narrative using a single source of consolidated information

Better decision-making

Better decision-making by combining financial and non-financial information in the same report

Cut reporting time

Cut reporting time by using templates and rolling data forward into future reports

Reduce discrepancies

Reduce discrepancies between management reports and financial statements by using a single system

Board books key capabilities include

Automated Compliance Reporting

It’s easy to combine financial and non-financial data to create board books and other collaborative reports, like budget books, using CCH Tagetik. Not only is financial information easily rendered within reports, if the data changes, all reference points are automatically updated as well.

Cross-functional Collaboration

Board books are a cross-departmental project, involving input from contributors around the organization. CCH Tagetik simplifies the production of board books by facilitating collaboration and communication between contributors. Within the system, board book managers can assign sections and content items, set deadlines, view the status of contributors and send out notifications. To drive efficiency and avoid bottlenecks, multiple contributors can work within board books at the same time without risking version overlap.

Automated Workflow

CCH Tagetik simplifies the creation of board books and budget books by enabling you to monitor the status of contributors and reports, set deadlines and receive approvals automatically. With a process-driven dashboard, you can see all work-in-progress in real-time.

CCH Tagetik's Reporting Software is trusted by leading companies across all industries

Testimonials

Customer Quotes

To support Aggreko’s growth strategy, the requirements of the finance organisation to provide the business with right first time reporting that is insightful and fast is becoming ever more important. During a six month selection process, CCH Tagetik demonstrated the product’s capability to meet our complex statutory and management reporting needs and CCH Tagetik will provide us with the means to step change the insight and speed with which we disseminate ever broader financial and non-financial information.

AGGREKO

Carole Cran - CFO

With the merger of Apollo & Keepmoat Group and different underlying ERP systems, we needed an overarching EPM solution which would provide flexible management reporting across different business and statutory needs. During the selection process, CCH Tagetik proved to be robust and rich in functionality which we knew would allow us to implement our current needs as well as future plans such as budgeting, forecasting and cash flow planning.

KEEPMOAT

Stefan Allanson - Deputy CFO

With CCH Tagetik, consolidation and management reporting are now at the core of our group’s financial management, thanks to the software’s greater flexibility and the improved response time it allows our teams.